Avondale Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Avondale Wealth Management’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-80	Closed	-$4.15K	–	131
2023 Q3	$4.15K	Hold	80	–	–	﹤0.01%	122
2023 Q2	$4.42K	Hold	80	–	–	﹤0.01%	116
2023 Q1	$3.85K	Hold	80	–	–	﹤0.01%	122
2022 Q4	$3.19K	Hold	80	–	–	﹤0.01%	113
2022 Q3	$3K	Hold	80	–	–	﹤0.01%	110
2022 Q2	$3K	Buy	+80	New	+$3.6K	﹤0.01%	104

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Avondale Wealth Management's VGT Position: Q4 2023 in Review

Avondale Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q4 2023, closing a stake of 80 shares — an estimated $4.15K sold.

Avondale Wealth Management first reported a position in VGT in Q2 2022 and held it in 6 quarters. The position peaked at $4.42K in Q2 2023. 1,396 funds tracked by Wall St. Rank hold VGT as of Q4 2023.

Avondale Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q4 2023 after selling out during the quarter.
Avondale Wealth Management sold 80 Vanguard Information Technology ETF shares in Q4 2023, an estimated $4.15K.
Avondale Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2022 and held it in 6 quarters.
Avondale Wealth Management's Vanguard Information Technology ETF position peaked at $4.42K in Q2 2023.
1,396 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2023.

Based on Avondale Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.